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Drafting Effective Wills and Trusts

Bill Hussey, Chair of the Tax and Estates Group, presents at the National Business Institute's program, "Drafting Effective Wills and Trusts." This full-day program covers the fundamentals of preparing estate-planning documents.

Bill's first discussion, "Fundamental Principles of Will Drafting," addresses:

Selecting the Vehicle - Initial Advice to the Client

Checklist for Gathering Client Information

The Statutory ABCs: What is Required?

Methods of Designating Fiduciaries

Disinheritance and No Contest Clauses - Will They Stand?

Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs

Building Flexibility Into the Plan - Checklist of Special Provisions

Practical Pointers With Sample Forms

Developing a Document Preparation System

"Using Living Trusts and Power of Attorney As Estate Planning Tools" covers: